London & NY Research


    Daiwa Europe’s market-leading research on the Japanese economy.


    Daiwa’s research coverage of the euro area and UK economies.

  • US

    Daiwa’s coverage of the US economy from our colleagues in New York


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  • Rabobank - Issuer Profile

    Rabobank - Issuer Profile

    4 October 2022 936 KB PDF
  • US Data Review

    US Data Review

    3 October 2022 149 KB PDF
    • ISM manufacturing: new orders and employment below 50
    • Construction: soft single-family housing; nominal dips in business and government sectors
  • Euro Wrap-up

    Euro Wrap-up

    3 October 2022 424 KB PDF
    • Bunds made big gains, as the final manufacturing PMIs of all euro area members states were in contractionary territory at the end of Q3.
    • Gilts made sizeable gains as the UK Chancellor announced a U-turn on his controversial top-rate tax-cut plans and the final UK manufacturing output PMI remained firmly below 50.
  • Euro Wrap-up

    Euro Wrap-up

    30 September 2022 790 KB PDF
    • Bunds made gains as euro area inflation reached double digits for the first time on broad-based price pressures.  
    • Gilts also made gains as sterling appreciated despite persisting fiscal uncertainties, while revisions to UK GDP left output still below the pre-pandemic level in Q2.
  • US Economic Comment

    US Economic Comment

    30 September 2022 310 KB PDF
    • U.S. economy: after a weak H1, a random pickup in Q3 obscures a slowing trend
    • Inflation watch: another troubling reading on the PCE price index
  • Euro Wrap-up

    Euro Wrap-up

    29 September 2022 485 KB PDF
    • Bunds made losses as German inflation surged to its highest since 1951, contrasting a downside surprise to the flash Spanish inflation rate.
    • Most Gilts made losses, while long-dated bonds were supported by BoE purchases.
  • US Data Review

    US Data Review

    28 September 2022 157 KB PDF
    • International trade in goods: continued softening in imports; narrower deficit
  • Euro Wrap-up

    Euro Wrap-up

    28 September 2022 600 KB PDF
    • Gilts made huge gains and the curve flattened as the BoE announced a programme of long-dated bond purchases as it judged recent market moves to be a material risk to financial stability.
    • Bunds followed Gilts higher as German and French consumer confidence slumped to record lows.